Sage CRM

Hey there! I've set up a workflow in Sage CRM 2019 R2 where one step contains sending an offer to the customers. 2 days after this happens, our employees should receive a notification about that offer and be reminded of calling the business they sent…

Has anyone run into the following ? Tasks to View has 4 options: 1) All 2) Today 3) Calendar Days 4) Next 7 Days What happens or should happen for option 3 - Calendar Days ?

Hello, According to the user configuration of sageCRM , I could choose: use outlook plugin (Y/N) Synchronise Outlook Appointments (Y/N) Synchronise Outlook Tasks (Y/N) Synchronise Outlook Contacts (Y/N) Can I use the outlook plugin only…

CRM 6.2.1 When an appointment is created, the first line of the details box is used as the subject of an appointment with Outlook. In Outlook the calendar view then has the first few words of the appointment, when it should really be listing the Company…

We have just discovered (to our horror) that Exchange / Outlook is sending email updates to every one of the attendees whenever an appointment is updated in any way (including marking it complete or putting in notes about how the appointment went in the…